Copy fields from parent request to contract request

Configure the ContractManagementExt extension point to automatically copy required fields from the parent record to the contract request when it is initiated.

Before you begin

Role required: admin

Procedure

1. Navigate to All > System Extension Points > Scripted Extension Points.

2. In the API Name field, enter sn_cm_core.ContractManagementExt.

3. Select the record.

4. In the Related Links section, select Create implementation.

5. On the Script Include form, fill in the fields.

   For a description of the field values, see Scripted Extension Point form fields.

6. In the Script field, update the copyDataFromBUToCMR function to configure the fields that you want to copy from the parent record to the contract request.

   For example, if you want to copy the Account and End date fields from a parent record to contract request, you can use the following:

   copyDataFromBUToCMR: function(parentRequestGr) {
       return {
            data: {
             'account': parentRequestGr.getValue('account'),
             'end_date': parentRequestGr.getValue('contract_end_date'),
      }
     };
   },
   

   Note: The data type of the parent record field and the contract request field must match.

7. Select Update.

8. In the Extension Point form, select Update.

Result

When a contract request is initiated, the configured fields are automatically populated with the corresponding values from the associated parent record.

Parent Topic:Add and configure contract request functionality into your workspace

Related topics

Configure non-task tables for contract templates

Add a workspace action button for initiating a contract request

Add Contract requests tab to the contract request record

Add amendment tabs to contract repository record

Add Contract documents tab to the contract repository record

Group contract documents by contract type in a contract request

Add access to obligation management from contract repository records

Configure the contract request form header for your workspace

Assign a role for configuring template mappings

Enable contract request fields in condition builders

Configuring the Playbook tab on contract repository records